Forwarding Destination - HubSpot

summary

Help page for setting up data transfer to HubSpot.

Setting items

STEP1 Basic settings

:::(Warning) (subscription object)

If subscription is selected as the object type, the transfer is performed by UPSERT.
In addition, the UPSERT key will automatically specify the email and subscription_id.
For details, please refer to the case of updating the SUBSCRIPTION object described below.
:::

Associations to Objects

HubSpot allows you to associate a record of one object with a record of another object.
TROCCO will combine associations to existing HubSpot objects when transferring engagement objects.

List of Engagement Objects

The following is a list of engagement objects and the objects with which each can be associated.

Configuration items for associations to objects

Selecting an engagement object in the object type will display the associations to the object.

• object being studied
  • Select the object to be associated.
• Unique key on HubSpot side
  • Enter a column with a unique value from the object to be associated.
• Column name on the transfer data side
  • Enter the name of the "column to identify the record to be associated" contained in the data to be transferred.
  • When the value in the column matches the value of the unique key on the HubSpot side, an engagement is associated with the corresponding record.

Example of setting an association to an object

Suppose you want to transfer the following data

hs_timestamp,hs_call_body,company_id
2023-08-01T00:00:00.000Z,hoge,hoge@example.com,XXXXXXXXXX1
2023-08-02T00:00:00.000Z,fuga,fuga@example.com,XXXXXXXXXX1
2023-08-03T00:00:00.000Z,piyo,piyo@example.com,XXXXXXXXXX2

Select "call" as the object type and set the following in the object association

• Target object: company
• Unique key on HubSpot side: hs_object_id
• Column name on the transfer data side: company_id

When this transfer setting is executed, the transfer data will be associated with the following records, respectively

• Rows 1-2 of the transferred data: Records for which the value of the hs_object_id column of the company object is XXXXXXXXXXXXXX1
• Row 3 of the transferred data: record with hs_object_id column value of XXXXXXXXXXXX2 in the company object

supplementary information

To set any property as the UPSERT key

If you want to set properties other than hs_object_id or contact object email for the UPSERT key, you must do so on the HubSpot side beforehand.
The setup procedure is described below.

1. Log in to HubSpot and click on your current HubSpot account
2. Click on the settings icon in the red frame in the upper right corner of the screen
   
3. Click Properties
   
4. Select the object and click on the property you want to use as the UPSERT key
   
5. Click on the Rules tab
   
6. For this property, enable the Require non-duplicate values and click Save.
   

To update the subscription object

In order to update the SUBSCRIPTION object, it is necessary to map column names and types on the TROCCO.
Refer to the table below and perform the mapping in STEP 2 "Column Definition" tab of TROCCO's Transfer Settings.

:::(Warning) ( Restriction on is_subscribed )

• You cannot update data for which is_subscribed (delivery registration status) is false (has been unsubscribed ).
  If you wish to update the status of your delivery registration to the registered status, please do so on the HubSpot side of the screen.

• Data updates to HubSpot-side data are not supported without changing the delivery registration status.
  Therefore, it is not possible to update data with is_subscribed``true for data with is_subscribed (delivery registration status) true (registered) on the HubSpot side.
  :::

How to check your Subscription ID

1. On the HubSpot screen, select Settings > Data Management > Properties.
2. Select Export All Properties in the upper right corner of the Properties screen and click on the modal "Export" to download the Excel/CSV file.
3. In the CONTACT sheet of the Excel/CSV file, look for an entry beginning with hs_email_optout_.
   Example: For hs_email_optout_111, the subscription ID is 111.